PRECEPT ADVISORY GROUP
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served20Rank #766 of mapped providers
Assets under administration$3.3B0.0%Market share · rank #2367
Fees received$783,383Median $32,702/planSum across Schedule C direct + indirect
Net wins YoY+05 won · 5 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical PRECEPT ADVISORY GROUP plan look like?
Service mix · median fees per plan
Count of plans where PRECEPT ADVISORY GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 11 | $39,583 | |
Consulting (general)Code 16 | 3 | $28,125 | |
Investment advisory (participants)Code 26 | 3 | $30,403 | |
Direct payment from the plan; Investment managementCode 28 | 2 | $28,000 | |
Direct payment from the plan; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees; Trustee (bank, trust company, or similar financial institution)Code 15 | 1 | $25,414 |
Competitor overlap
Percent of PRECEPT ADVISORY GROUP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under PRECEPT ADVISORY GROUP.
| Sponsor | From | Assets |
|---|---|---|
SPACE EXPLORATION TECHNOLOGIES CORP.CA · 010627671-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $571M |
AVEVA INC.TX · 061136974-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $486M |
SIERRA CIRCUITS, INC.CA · 770120789-001 | MARCUM LLP | $31M |
Plans lost in 2024
Appeared last year under PRECEPT ADVISORY GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE FIRST FINANCIAL FEDERAL CREDIT UNIONCA · 952653867-002 | CROWE LLP | $25M |
PRECISION MACHINE WORKS, INC.WA · 910673472-004 | (new plan) | $13M |
TIPPETT STUDIO, INC.CA · 943154061-001 | (new plan) | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
COBHAM BENEFITS HOLDING, LLCDE · 994364674-001 | $762M | 3,828 | $112,520 | 1y | - |
TOKYO ELECTRON US HOLDINGS, INC.TX · 942161050-001 | $652M | 2,946 | $87,500 | 10y | 1 |
SPACE EXPLORATION TECHNOLOGIES CORP.CA · 010627671-001 | $571M | 17,996 | $28,125 | 1y | 1 |
AVEVA INC.TX · 061136974-001 | $486M | 2,347 | $39,583 | 1y | 1 |
EDMUNDS.COM, INC.CA · 132587380-001 | $144M | 740 | $37,500 | 2y | - |
NATUS MEDICAL INCORPORATEDCA · 770154833-001 | $124M | 1,017 | $45,000 | 4y | 1 |
SUPER STORE INDUSTRIESCA · 942693940-001 | $107M | 629 | $18,500 | 9y | - |
AVIAT U.S., INC.TX · 770016028-001 | $86M | 520 | $28,125 | 8y | 1 |
MATTSON TECHNOLOGY, INC.CA · 770208119-001 | $64M | 415 | $45,000 | 6y | 2 |
GSW SPORTS LLCCA · 273038750-001 | $52M | 2,300 | $66,950 | 9y | 1 |
Flag exposure
75.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (8)
Raw Schedule C names collapsed into PRECEPT ADVISORY GROUP.
- PRECEPT
- PRECEPT ADVIORY GROUP LLC
- PRECEPT ADVISORY
- PRECEPT ADVISORY GROUP
- PRECEPT ADVISORY GROUP LLC
- PRECEPT ADVISORY GROUP, LLC
- PRECEPT GROUP
- PRECEPT INSURANCE - PAG
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for PRECEPT ADVISORY GROUP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 30.00% | 1.71% | +28.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 12 | 60.00% | 1.76% | +58.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PRECEPT ADVISORY GROUP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).